Monthly Meeting of SDWIF

Announcing San Diego Women in Finance Nov. 20, 2014 Meeting: 18 Ways to Have a Healthier and Happier Holiday Season. Our speaker is Dr. Pia Martin DC,CCN, CWC, CHC from Dr. Pia’s Wellness Center  

Date: Thursday, November 20, 2014

Dr PIATime:        5:30pm – 7:00pm (presentation will begin at 6:00pm)
Location:   La Jolla Commons 1st Floor Conference Room
4747 Executive Drive, San Diego, CA 92121
Parking:    Hosted by Delphi Private Advisors on-site parking
RSVP:        SanDiegoWIF@gmail.com

About Our Sponsors:

 

delphi

Delphi Private Advisors combines extensive professional experience, proven expertise and sophisticated processes to provide clients with a trusted investment management partner.  We are specialists, delivering thoughtful solutions that combine a disciplined approach with a personalized touch.

 

ledgent

 

 

Executive Search for Finance & Accounting

A business line of Roth Staffing Companies, L.P.

As a division of Roth Staffing, Ledgent remains the only staffing company ever to be ranked #1 on the Inc. 500, recognizing us as the fastest growing privately-held company in the United States over a 5 year period. We have won multiple awards based on our alignment with the Malcolm Baldrige Criteria for Performance Excellence. Today, we are one of the nation’s largest privately-held staffing companies with branches throughout the United States

Posted in Delphi Private Advisors, Dr. Pia Martin, Ledgent, Mr Pia Martin Wellness Clinic, San Diego Women In Finance, SDWIF | Tagged , , , , , | Leave a comment

San Diego Women in Finance Would Like to Thank Our Cyber-Attack Panelist

cyberpane;SDWIF would like to thank our panelist Eric Basu President/CEO Sentek Global, Kristina Hess Partner Lockton Insurance Brokers , Cameron Mathews CTO/CSO Sentek Global on our topic Cyber-Attacks.

As the moderator of the panel, I wanted to commend our cyber experts for their insight and suggestions on how to mitigate the risk of cyber-attacks. The feedback from the members were so complementary such as “ Great event ! I learned a lot and got some new ideas to implement in my company. We discussed what hackers want from your company, how they hack into your system and how companies exercise best practices.

Thank you to our corporate sponsors Delphi Private Advisors and Ledgent for their support our event.

About Our Sponsors:

 

delphi

Delphi Private Advisors combines extensive professional experience, proven expertise and sophisticated processes to provide clients with a trusted investment management partner.  We are specialists, delivering thoughtful solutions that combine a disciplined approach with a personalized touch.

 

ledgent

 

 

Executive Search for Finance & Accounting

A business line of Roth Staffing Companies, L.P.

As a division of Roth Staffing, Ledgent remains the only staffing company ever to be ranked #1 on the Inc. 500, recognizing us as the fastest growing privately-held company in the United States over a 5 year period. We have won multiple awards based on our alignment with the Malcolm Baldrige Criteria for Performance Excellence. Today, we are one of the nation’s largest privately-held staffing companies with branches throughout the United States

Posted in Delphi Private Advisors, Ellen R Hoffman, Eric Basu, Kristina M Hess, Ledgent, Lockton Insurance Brokers, San Diego Women In Finance, SDWIF, Sentek Global, Staffing Symphony | Tagged , , , , , , , , | Leave a comment

Monthly Meeting of SDWIF

Announcing SDWIF meeting on Tuesday October 21 -Cyber Attacks What does it mean to your company financially and what can you do to mitigate the risk.  We will discuss what hackers want from your company, how they hack into your system and how companies exercise best practices.

Panelist:        Eric Basu, President/CEO of Sentek Global

 Kristina M Hess, Partner of Lockton Insurance Brokers

Cameron Mathews, Chief Technology Officer/Chief Security Officer of Sentek Global, Inc.

Moderator:   Ellen R Hoffman, San Diego Women in Finance Co-Founder

Location:      La Jolla Commons 1st Floor Conference Room

Address:      4747 Executive Drive

Date:            Tuesday, October 21, 2014

Time:           Networking – 5:30 p.m., Presentation – 6:00 p.m.

Parking:      Fee $3 Hour

RSVP:        sandiegowif@gmail.com

About Our Sponsors:

 

delphi

Delphi Private Advisors combines extensive professional experience, proven expertise and sophisticated processes to provide clients with a trusted investment management partner.  We are specialists, delivering thoughtful solutions that combine a disciplined approach with a personalized touch.

 

ledgent

 

 

Executive Search for Finance & Accounting

A business line of Roth Staffing Companies, L.P.

As a division of Roth Staffing, Ledgent remains the only staffing company ever to be ranked #1 on the Inc. 500, recognizing us as the fastest growing privately-held company in the United States over a 5 year period. We have won multiple awards based on our alignment with the Malcolm Baldrige Criteria for Performance Excellence. Today, we are one of the nation’s largest privately-held staffing companies with branches throughout the United States

Posted in Delphi Private Advisors, Ellen R Hoffman, Eric Basu, Kristina M Hess, Ledgent, Lockton Insurance Brokers, San Diego Women In Finance, SDWIF, Sentek Global, Staffing Symphony | Tagged , , , , , , , , | Leave a comment

San Diego Women In Finance Thanks Our CFO Panelist


cfopixsSan Diego Women In Finance Thanks Our CFO Panelists and Corporate Sponsors

San Diego Women In Finance would like to thank our panelist on our topic CFOs Top Concerns in 2014 and Their Changing Role: Gary Correia, Peter Limone, Paul Maier and host Dan Arnold.
As the moderator of the panel, I wanted to commend our CFOs for their insight and honesty sharing with the audience their top concerns in 2014 and their changing roles as a CFO. In addition, Dan provided his own CFO acumen by his wonderful introduction and summation to a great start and end to the evening. The feedback from the members were so complementary such as “ Great event, I really enjoyed the panel discussion. What a nice facility LPL has!”

Thank you to our corporate sponsors LPL Financial and Ledgent for their support our event.

About Our Corporate Sponsors: 
lpl

LPL Financial is a leader in the financial advice market and provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is a fast-growing Registered Investment Advisor (RIA) custodian with $78 billion in retail assets served, and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served.

ledgent

Executive Search for Finance & Accounting

A business line of Roth Staffing Companies, L.P.

As a division of Roth Staffing, Ledgent remains the only staffing company ever to be ranked #1 on the Inc. 500, recognizing us as the fastest growing privately-held company in the United States over a 5 year period. We have won multiple awards based on our alignment with the Malcolm Baldrige Criteria for Performance Excellence. Today, we are one of the nation’s largest privately-held staffing companies with branches throughout the United States

Posted in Digitaria, Innovative Employee Solutions (IES), Ledgent, LPL Financial, San Diego Women In Finance, SDWIF | Tagged , , , , , , , , , , | Leave a comment

SDWIF Meeting – Tuesday, September 23, 2014

AA043345Announcing the September 23, 2014 Meeting of San Diego Women In Finance.

Panel Discussion “CFOs’ Top Concerns in 2014 and Their Changing Roles.” 

Join us for a stimulating evening of conversation with our accomplished CFO panelist.

Panelists: Gary Correia CPA,Peter Limone CPA, Paul Maier CPA. Moderator: Ellen  Hoffman MBA. Host: Dan H. Arnold

Location:   LPL Financial San Diego Tower

Address:    4707 Executive Drive, San Diego CA 92121

Date:          Tuesday, September 23, 2014

Time:         Networking – 5:30 p.m., Presentation – 6:00 p.m.

RSVP:        sandiegowif@gmail.com

About Our Corporate Sponsors: 
lpl

LPL Financial is a leader in the financial advice market and provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is a fast-growing Registered Investment Advisor (RIA) custodian with $78 billion in retail assets served, and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served.

ledgent

Executive Search for Finance & Accounting

A business line of Roth Staffing Companies, L.P.

As a division of Roth Staffing, Ledgent remains the only staffing company ever to be ranked #1 on the Inc. 500, recognizing us as the fastest growing privately-held company in the United States over a 5 year period. We have won multiple awards based on our alignment with the Malcolm Baldrige Criteria for Performance Excellence. Today, we are one of the nation’s largest privately-held staffing companies with branches throughout the United States

Posted in Digitaria, Innovative Employee Solutions (IES), Ledgent, LPL Financial, San Diego Women In Finance, SDWIF | Tagged , , , , , , , , , , | Leave a comment

The San Diego Women in Finance Organization Leader’s Circle is Launching Roundtable Meetings

SDWIFround tableThe San Diego Women in Finance organization Leader’s Circle is launching an initial free 3 round table meetings for 10 women leaders’ in San Diego that is designed to foster collaboration among women financial leaders while helping them to increase organizational results, individual learning, and networking. The program revolves around a group coaching process using the Strengths Based Leadership assessment and using the group’s agenda. Members help each other by providing highly focused feedback, questioning and support.

This program will initially meet three times on September 9th, October 1st and October 22nd from 4:30-6:30 p.m at LPL Financial who is generously providing meeting space.
For more information or to apply contact Jennifer Whitcomb our group leader at 760-452-6273 jcwhitcomb@thetrilliumgroup.com

Posted in Jennnifer Whitcomb, San Diego Women In Finance, SDWIF, The San Diego Women in Finance organization Leader’s Circle, The Trillium Group | Tagged , , , | Leave a comment

Monthly Meeting of SDWIF

photo 1Thanks to our speaker Malcolm Avner – Business, Leadership & Life Coach on his presentation The Conscious Company: Not a Fad. Just Good Business! at the May meeting of SDWIF.

It was very educational to learn Malcolm Avner’s AWARE Business System which included the 5 elements of conscious business : Awareness, Why, Align wants works and actions, Ripple effect and Excellent execution.

We would like to thank our corporate sponsors Fisher Investments and Ledgent for supporting the SDWIF

   

Posted in Fisher Investments, Ledgent, Malcom Avner, San Diego Women In Finance, SDWIF | Leave a comment